# Trustees Of Local 219 Annuity Fund DC Plan
Source: https://planprovider.pro/companies/trustees-of-local-219-annuity-plan-plan

> Trustees Of Local 219 Annuity Fund's DC plan: 456 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Trustees Of Local 219 Annuity Fund

- **Sponsor EIN:** 510154940

- **Sponsor Address:** 3660 STUTZ DR., SUITE 101, CANFIELD, OH, 44406

- **Plan Type:** DC

- **Total Participants:** 456

- **Total Assets:** $40.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|456|$40.0M|$0|$0|

| 2024|495|$37.9M|$0|$0|

| 2023|469|$32.3M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CIUNI & PANICHI, INC.|Auditor|$15,535|—|$15,535|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,535

- **Estimated Expense Ratio:** 0.039% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$155,943|$37,325|$18,780|$15,535|—|

| 2024|$140,148|$26,242|$18,734|$16,888|—|

| 2023|$135,014|$21,735|$18,193|—|$27,428|

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